Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Base Creation Setups Screen

Use the fields and options to configure the Manage Base Creation Setups screen.

Identification

Field Description
Allocation Group

This non-editable field displays the allocation group number of the selected record. The adjacent field displays the description of the allocation group number.

Fiscal Year

This non-editable field displays the fiscal year of the selected record.

Pool Number

This non-editable field displays the pool number of the selected record. The adjacent field displays the description of the pool number.

Table Window

Field Description
Base Account

Enter, or click to select, a valid base account. When entering account numbers, you must enter the delimiters (dashes) between segments. This is a required field.

You can enter wildcards in this field. The wildcards are % and _. Examples of their use are as follows:

%         = All
%123 = Ends with 123
123% = Begins with 123
%123% = Contains 123
1_3 = Begins with 1 and ends with 3 and is 3 characters long

Note that the % wildcard denotes "any character, any length," while the _ wildcard indicates "any single character."

Base Organization

Enter, or click to select, a valid base organization. When entering the organization, you must enter the delimiters (periods) between segments. You can enter wildcards in this field. This is a required field.

Allocation Account

Enter, or click to select, a valid allocation account number. You cannot enter wildcards in this field. This is a required field.

Allocation Organization

Enter, or click to select, a valid allocation organization. You cannot enter wildcards in this field. This field initially defaults to the organization specified on the Default Accounts subtask of the Manage Cost Pools screen. If you delete this default and leave the field blank, the base organization is used. This is a required field.

Allocation Ref 1

If you are using reference number 1 for data entry, enter, or use to select, a valid Allocation Reference 1. You cannot enter wildcards in this field.

Allocation Ref 2

If you are using reference number 2 for data entry, enter, or click to select, a valid allocation reference 2. You cannot enter wildcards in this field.

Cost Variance Account

Enter, or click to select, a valid cost variance account number. You cannot enter wildcards in this field. This is a required field.

Cost Variance Organization

Enter, or click to select, a valid cost variance organization. You cannot enter wildcards in this field. This field initially defaults to the organization specified on the Default Accounts subtask of the Manage Cost Pools screen. If you delete this default and leave the field blank, the base organization is used.

Cost Variance Ref 1

If you are using reference number 1 for data entry, enter, or click to select, a valid cost variance reference 1. You cannot enter wildcards in this field.

Cost Variance Ref 2

If you are using reference number 2 for data entry, enter, or click to select, a valid cost variance reference 2. You cannot enter wildcards in this field.

Receivable Variance Account

Enter, or click to select, a valid receivable variance account number. You cannot enter wildcards in this field.  This is a required field.

Receivable Variance Organization

Enter, or click to select, a valid receivable variance organization. You cannot enter wildcards in this field. This field initially defaults to the organization specified on the Default Accounts subtask of the Manage Cost Pools screen. If you delete this default and leave the field blank, the base organization is used.

Receivable Variance Ref 1

If you are using reference number 1 for data entry, enter, or click to select, a valid receivable variance reference 1. You cannot enter wildcards in this field.

Receivable Variance Ref 2

If you are using reference number 2 for data entry, enter, or click to select, a valid receivable variance reference 2. You cannot enter wildcards in this field.